FINANCIAL MANAGEMENT TRAINING

Know Your Numbers

Know exactly what it costs to run your business — and price every job to make money.

Great work doesn’t guarantee a profitable business.

Many trade companies are busy all year and still unsure where the money went. The problem is rarely the work. It’s pricing that doesn’t reflect what the business actually costs to run.

This course gives owners and managers a clear, repeatable system to identify costs, track overhead and price jobs with confidence — so every decision is based on real numbers, not guesswork.

WHAT YOU'LL LEARN

Six Skills for a Profitable Trade Business

Why accurate costing matters
How costing errors quietly drain profit.
Overhead tracking
Track and review overhead consistently to prevent profit loss.
True hourly cost
Calculate what an hour really costs so your rates reflect it.
Fixed vs. variable costs
Separate the two clearly in a trades business.
Job costing
Apply job-specific costing to see which projects actually make money.
Confident pricing
Build a framework for pricing services and projects.
COURSE DETAILS

Everything Included

How It Will Be Taught
Delivered fully online through recorded lessons, reading materials and practical exercises. Students get downloadable templates and resources to apply directly to their business.

File formats: PDF, XLSX, JPEG and DOC

Total training hours: 30
How Students Will Be Assessed
After each chapter, students complete a short exam on the reading materials. A grade of 70% or higher is required to move on to the next chapter.





One-on-One Consulting
Each student is assigned a personal consultant who helps them implement the course tools and resources for 3 months after their completion date.





Certification
Students who complete the course with a grade of 70% or higher receive a Certificate of Completion.





Skill Level & Focus
Intermediate.
Main focus: financial and management skills.





Program Investment

$12,500

Per employee. Includes all course materials, assessments, certification and 3 months of one-on-one consulting.
CURRICULUM

5 chapters · 24 lessons

Each chapter builds on the last, combining theory with practical tools, and ends with a completion quiz.

1. Introduction to Business Costs
Why accurate costing matters; fixed and variable costs.
2. Tracking Overhead Expenses
A consistent overhead tracking and review habit.
3. Job-Specific Costing
Measuring the real profitability of each project.
4. Calculating True Hourly Costs
What every billable hour actually costs.
5. Pricing With Confidence
A framework for pricing services and projects.

Who’s The Program For…

  • Trade business owners who want clear, reliable numbers behind every decision
  • Managers and estimators responsible for quoting and job profitability
  • Owners who feel busy but aren’t sure the business is as profitable as it should be
  • Leaders preparing to grow, hire or raise their rates
B.C. EMPLOYER TRAINING GRANT

Eligible employers can recover up to $10,000 per employee.

The B.C. Employer Training Grant reimburses 80% of eligible training costs. On a $12,500 course fee, that’s up to $10,000 back — a cost of $2,500 per employee. Apply at least 60 days before your chosen start date. We’ll provide the course outline and details your application needs.

UPCOMING START DATES

Choose your start date

January 1, 2027

February 1, 2027

March1, 2027

YOUR INSTRUCTOR

Robert Isaac

CO-FOUNDER, OPERATIONS, & FINANCE CONSULTANT

Rob has spent nearly 20 years in the trades and runs his ow plumbing and heating company. He learned the cost of “winging it” first-hand, then built the costing and pricing systems he now teaches. His goal is simple: help owners build profitable, sustainable businesses.

Ready to take control of your numbers?

Book a 30-minute consult. We’ll tell you honestly where we can help—and where we can’t.

Are you an employee applying for a course? Apply here.